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Hi, I’m trying to set up a zap that will send a message from Bigin CRM to Slack when a new note has been created on a deal in the pipeline, but when configuring the zap I do not get the opportunity to select “notes” as an input field in the Message Text. Is there a way to do this?

 

Hi @Lisbet_Resolve 

If the desired Zap app trigger event is not available, then you may need to explore using Bigin Webhooks.

https://www.bigin.com/developer/docs/toppings/webhooks.html

https://www.bigin.com/developer/docs/toppings/configure-webhook.html

 

Zap trigger: Webhook - Catch Hook

Zap trigger will generate a unique webhook URL to configure in Bigin.

https://zapier.com/apps/webhook/help


Thank you, Troy. I will explore that option!


Hi @Lisbet_Resolve,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.


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